AF

Ally Financial Portfolio holdings

AUM $885M
1-Year Est. Return 3.05%
This Quarter Est. Return
1 Year Est. Return
+3.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$12.5M
3
+$10.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.67M
5
CSCO icon
Cisco
CSCO
+$8.61M

Top Sells

1
+$30.3M
2
+$12.6M
3
+$10.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.09M

Sector Composition

1 Financials 13.85%
2 Healthcare 13.4%
3 Communication Services 10.27%
4 Technology 9.59%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.7%
100,000
52
$3.51M 0.7%
55,000
+5,000
53
$3.49M 0.69%
150,000
+75,000
54
$3.45M 0.68%
50,000
-90,000
55
$3.44M 0.68%
95,000
+45,000
56
$3.44M 0.68%
55,000
+15,000
57
$3.3M 0.65%
85,000
58
$3.21M 0.64%
52,400
59
$3.16M 0.63%
65,000
60
$3.06M 0.61%
55,000
61
$3.04M 0.6%
17,000
62
$2.97M 0.59%
+15,000
63
$2.88M 0.57%
55,000
64
$2.72M 0.54%
+40,000
65
$2.61M 0.52%
+25,000
66
$2.6M 0.51%
35,000
67
$2.6M 0.51%
+20,000
68
$2.6M 0.51%
50,000
+20,000
69
$2.55M 0.51%
50,000
70
$2.53M 0.5%
+65,000
71
$2.52M 0.5%
35,000
72
$2.5M 0.49%
30,000
-120,000
73
$2.48M 0.49%
30,000
+15,000
74
$2.4M 0.48%
50,000
75
$2.38M 0.47%
+43,000
1 2
3
4 5